Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | First Eagle US Equity ETF · USFE cheaper | 40% | 0.45% | — |
| 2 | First Eagle U.S. Fund · FEVAX, FEVIX, FEVCX, FIVRX, FERVX, FEVRX, EARVX, FEVTX | 36% | 0.83% | First Eagle Investment Management, LLC |
| 3 | First Eagle Global Equity ETF · FEGE cheaper | 28% | 0.50% | — |
| 4 | First Eagle Global Fund · SGENX, SGIIX, FESGX, EARGX, EAGRX, FRGLX, FEGRX, FEGTX | 27% | 0.78% | First Eagle Investment Management, LLC |
| 5 | Touchstone Variable Series Trust-Touchstone Common Stock Fund diff. adviser | 24% | 0.73% | Touchstone Advisors, Inc. |
| 6 | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund · SENCX, SCSCX, SICWX, SCRLX, TSRLX diff. adviser | 24% | 0.66% | Touchstone Advisors, Inc. |
| 7 | Touchstone Strategic Trust-Touchstone Focused Fund · TFOAX, TFFCX, TFFIX, TFFYX diff. adviser | 24% | 0.84% | Touchstone Advisors, Inc. |
| 8 | Fundamental Large Cap Core Fund · TAGRX, JHLVX, JLVIX, JLCFX, JLCVX, JLCWX, JLCYX, JLCNX diff. adviser | 24% | 0.65% | John Hancock Investment Management LLC |
| 9 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 22% | 1.09% | — |
| 10 | COPLEY INVESTMENT FUND diff. adviser | 21% | 1.15% | DCM Advisors, LLC |
| 11 | Schwab Core Equity Fund · SWANX diff. adviser | 21% | 0.73% | Charles Schwab Investment Management, Inc. |
| 12 | Touchstone ETF Trust-Touchstone US Large Cap Focused ETF · LCF cheaper diff. adviser | 21% | 0.56% | Touchstone Advisors, Inc. |
| 13 | Pear tree quality fund · USBOX, QGIAX, QGIRX cheaper diff. adviser | 21% | 0.64% | Pear Tree Advisors Inc. |
| 14 | Loomis Sayles Global Growth Fund · LSAGX, LSCGX, LSGGX, LSNGX, LGGTX diff. adviser | 21% | 0.90% | Loomis, Sayles & Company, L.P. |
| 15 | Fundsmith Equity ETF | 21% | 1.00% | — |
| 16 | JNL/Loomis Sayles Global Growth Fund diff. adviser | 21% | 0.70% | Jackson National Asset Management, LLC |
| 17 | Loomis Sayles Growth Portfolio cheaper diff. adviser | 21% | 0.55% | Brighthouse Investment Advisers, LLC |
| 18 | MML VIP Loomis Sayles Large Cap Growth Fund diff. adviser | 21% | 0.70% | MML Investment Advisers, LLC |
| 19 | GMO Quality Fund · GQETX, GQEFX, GQLFX, GQLOX, GQLIX, GQESX cheaper diff. adviser | 21% | 0.42% | Grantham Mayo van Otterloo & Co LLC |
| 20 | Focused Appreciation Portfolio cheaper diff. adviser | 20% | 0.61% | Mason Street Advisors, LLC |
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